The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Victory Tax-Exempt Y to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 8.50 / 0.22 %
- Total Assets 37.2 Mil
Adj. Expense Ratio
- Expense Ratio 0.690%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Muni National Long
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 3.76%
- Effective Duration 8.41 years
Morningstar’s Analysis RSTYX
Will RSTYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.